-99.2%
NVD vs VLTO
+25.1%
-124.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +1.4% |
| 7D | +0.5% | -2.6% | +3.1% | -0.9% |
| 30D | -9.3% | -2.5% | -6.8% | -10.6% |
| 3M | -22.1% | +10.1% | -32.2% | -17.4% |
| 6M | -45.8% | +1.0% | -46.8% | -45.9% |
| YTD | -46.7% | -4.8% | -41.9% | -48.9% |
| 1Y | -59.5% | -9.3% | -50.1% | -63.0% |
| All | -99.2% | +25.1% | -124.3% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling